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CVERX vs VMVAX
CVERX vs VMVAX Comparison
Open Charts CVERX vs VMVAX
Columbia Select Mid Cap Value Instl 2
Price$13.40
Change-$0.81 (-5.70%)
VolumeN/A
Net Assets2.38B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
CVERX vs VMVAX Comparison Chart
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CVERX vs. VMVAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CVERX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. CVERX (2.39B). VMVAX pays higher dividends than CVERX: VMVAX (2.33) vs CVERX (1.07). CVERX was incepted earlier than VMVAX: CVERX (12 years) vs VMVAX (14 years). CVERX (0.82) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. CVERX (15.00). CVERX has a lower initial minimum investment than VMVAX: CVERX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.64 vs. CVERX (-2.03). VMVAX return over 5 years is better than : 116.47 vs. CVERX (100.43).
| CVERX | VMVAX | CVERX / VMVAX | |
| Total Expense Ratio | 0.82 | 0.07 | 1,171% |
| Annual Report Gross Expense Ratio | 0.82 | 0.07 | 1,171% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -1.451 | 0.252 | -576% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 30.8B | 8% |
| Annual Yield % from dividends | 1.07 | 2.33 | 46% |
| Returns for 1 year | -2.03 | 5.64 | -36% |
| Returns for 3 years | 2.61 | 8.98 | 29% |
| Returns for 5 years | 100.43 | 116.47 | 86% |
| Returns for 10 years | -15.09 | 78.55 | -19% |
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